See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,361 | $112,881-35.0% | $90,951-19.3% | $158,922-53.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 12.28% | 215.79%-203.5pp | 134.60%-122.3pp | 302.83%-290.5pp |
| Employer contribution / active EE | $2,981 | $2,893+3.1% | $2,122+40.5% | $4,761-37.4% |
| Participant deferral / active EE | $2,673 | $4,128-35.2% | $3,373-20.7% | $5,982-55.3% |
| Admin fee / account holder | $669 | $8,041-91.7% | $5,959-88.8% | $11,246-94.1% |